2016 FTA Annual Meeting

The Federation of Tax Administrators Annual Meeting is one-stop shopping for discovering the must-know trends in tax policy and law, for learning how to run operations more efficiently, for tips on how to deliver better tax administration services and for sharing ideas on improving compliance and management programs.
The event is geared toward senior management state tax administrators and private sector representatives with an interest in the policy, program or technology aspects of state tax administration.

Official Conference Agenda

2016 Presentations and Materials

Presentations will be posted on a rolling basis as they are available.  If you are looking for a specific presentation and don't see it here, send an email to [email protected]

Monday Sessions:

General Session:
Technology Breakout:
  • Presentations Coming soon
Legal Breakout:
  • Transfer Pricing Panel [Presentation]
  • Legal Case Summaries - Valerie Dickerson, Deloitte, Sheldon Laskin, Multistate Tax Commission [Presentation]
  • Cannabis Update - Alexander Spelman, SICPA [Presentation]
Compliance Breakout:
  • Kentucky's Upgraded Computer Assisted Collection system
    (award winner) - Mack Gillim and Tammy Watts, Kentucky Department of Revenue [Presentation]
  • IRS Governmental Liaison Program for State Tax Administrators - Perry Castellani, Internal Revenue Service [Presentation]
  • Data-Driven Compliance Decisions - Matthew Donahue, Oliver Wyman [Presentation]

Tuesday Sessions:

General Session:
  • Quick Ideas for Communicating with Taxpayers and Lawmakers - Kati Tillema and Allen Oelschlaeger, Vistelar Group [Presentation]

Technology Breakout:
  • New York’s Social Media Presence - Nonie Manion, New York State Department of Taxation and Finance [Presentation]
  • Experience using an ID Confirmation Quiz as a Part of Your Fraud Prevention Efforts - Robert Dittmer, Indiana Department of Revenue [Presentation]
  • Digital Age Strategies - Gianni Huaman, Oliver Wyman [Presentation] [Self Assessment Document]

Legal Breakout:
  • Brave New World for Quill - Julie Magee, Commissioner, Alabama, Fred Nicely, Council on State Taxation, Andy Gerlach, Secretary, South Dakota Department of Revenue, Stephen Kranz, McDermott, Will & Emery [Presentation]
  • Cigarette Tax Fraud's Breaking Legal Issues - Meredith Miles, Altria; Michael Thorne-Begland, Altria [Presentation]
  • The New Federal (and State) Partnership Audit Rules - Helen Hecht, Multistate Tax Commission, Madison Barnett, Sutherland, Steven Wlodychak, Ernst & Young [Presentation]
Management Breakout: 
  • Enterprise Risk Management, Washington State (award winner) - Marcus Glasper, Washington State Department of Revenue [Presentation]
  • The Bridge to Voluntary Compliance — Education Equals Easy Money - Jacob Foy, New Jersey Division of Taxation [Bio] [Presentation]
  • Beyond Enforcement: Prioritizing Voluntary Compliance - Kevin Sullivan, Commissioner, Connecticut Department of Revenue
    Services [Presentation]
  • Employee Engagement Improvement, Wisconsin (honorable
    mention) - Rick Chandler, Secretary, Wisconsin Department of Revenue [Presentation]

Wednesday Sessions:

  • Has the International Tax Administration Community Invented a Practical Diagnostic Tool for Performance Measures for State Tax Agencies? [Presentation]
    • Munawer Khwaja, International Monetary Fund
    • Stu Vos, CGI
    • Bill MacLachlan, Delaware Division of Revenue
    • Bill Remington, former Director, Delaware Division of Revenue
  • CPE/CLE Training on Ethics - Trainer: Glenn C. McCoy, Jr., J.D., KPMG [Presentation]